+1,248.2%
PANW vs SNY
+64.5%
+1,183.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -0.8% | -3.3% | +2.5% | 0.0% |
| 30D | -14.6% | -2.2% | -12.4% | -14.2% |
| 3M | +18.3% | -3.0% | +21.3% | +18.8% |
| 6M | +100.5% | +2.7% | +97.7% | +97.8% |
| YTD | +79.5% | -6.8% | +86.4% | +81.3% |
| 1Y | +66.7% | -5.3% | +72.0% | +67.3% |
| 3Y | +161.2% | -9.8% | +171.0% | +159.1% |
| 5Y | +322.2% | +9.7% | +312.5% | +281.4% |
| All | +1,248.2% | +64.5% | +1,183.7% | +946.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SNY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling